Siebel Order Management Guide Addendum for Fleet Management > Using Siebel Orders for Fleet Management > Process of Creating Orders for Fleet Management >

Adding Actions to the Order

Some products require special actions at some stops. For example, if the accessorial product is Driver Loads/Unloads, then different stops for this accessorial product might have the actions Unload By Hand, Tarp Unload, and Sort & Segregate.

Adding Actions Automatically

If line items were added using a product favorite, and actions were associated with the product favorite (as described in Creating Product Favorites for Fleet Management), then the customer service representative does not have to add the action as described in this procedure. Instead, actions are automatically added to the stops, as follows:

• When the customer service representative adds the product favorite to the order, an order line item is created for each product favorite line item.
• When the customer service representative creates a stop record for the appropriate order line item, the action is automatically added for that stop.

Adding Actions Manually

If actions are not added automatically, use this procedure to add the actions manually.

This task is a step in Process of Creating Orders for Fleet Management.

To add actions to the order

1. Select the Line Item record that the action applies to.
2. Select the stop record that the action applies to.
3. In the Actions list, add records for each action, and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Action Type	Select the action.
   Status	Displays the status of this action. For more information on how the status is used, see Checking the Status of the Order.